TCI Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

TCI Wealth Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$278K	Sell	8,759 -129	-1%	-$4.09K	0.01%	218
2026 Q1	$273K	Sell	8,888 -109	-1%	-$3.31K	0.01%	205
2025 Q4	$247K	Sell	8,997 -127	-1%	-$3.45K	0.01%	210
2025 Q3	$249K	Buy	9,124 +360	+4%	+$9.82K	0.01%	213
2025 Q2	$232K	Buy	8,764 +128	+1%	+$3.34K	0.02%	216
2025 Q1	$241K	Sell	8,636 -150	-2%	-$4.18K	0.02%	195
2024 Q4	$240K	Sell	8,786 -1,216	-12%	-$34.6K	0.02%	200
2024 Q3	$282K	Buy	+10,002	New	+$272K	0.02%	188
2024 Q2	–	Sell	-9,510	Closed	-$256K	–	230
2024 Q1	$256K	Buy	+9,510	New	+$246K	0.03%	185
2023 Q3	–	Sell	-11,709	Closed	-$283K	–	203
2023 Q2	$283K	Sell	11,709 -33	-0.3%	-$788	0.04%	152
2023 Q1	$286K	Buy	11,742 +5,907	+101%	+$148K	0.04%	153
2022 Q4	$147K	Buy	5,835 +66	+1%	+$1.63K	0.02%	210
2022 Q3	$128K	Buy	5,769 +1,653	+40%	+$40.2K	0.02%	209
2022 Q2	$98K	Buy	4,116 +6	+0.1%	+$153	0.02%	254
2022 Q1	$108K	Buy	4,110 +276	+7%	+$7.23K	0.02%	251
2021 Q4	$103K	Buy	3,834 +63	+2%	+$1.64K	0.02%	262
2021 Q3	$93K	Buy	3,771 +3	+0.1%	+$76	0.01%	302
2021 Q2	$95K	Buy	3,768 +3	+0.1%	+$76	0.02%	287
2021 Q1	$91K	Buy	3,765 +33	+0.9%	+$751	0.04%	255
2020 Q4	$80K	Buy	3,732 +36	+1%	+$730	0.04%	259
2020 Q3	$68K	Buy	3,696 +3	+0.1%	+$55	0.03%	261
2020 Q2	$64K	Sell	3,693 -9,447	-72%	-$160K	0.03%	271
2020 Q1	$197K	Buy	13,140 +9,348	+247%	+$168K	0.1%	143
2019 Q4	$73K	Buy	3,792 +141	+4%	+$2.64K	0.03%	310
2019 Q3	$67K	Sell	3,651 -885	-20%	-$15.8K	0.03%	277
2019 Q2	$80K	Buy	4,536 +30	+0.7%	+$528	0.04%	247
2019 Q1	$79K	Sell	4,506 -2,202	-33%	-$37K	0.03%	268
2018 Q4	$105K	Buy	6,708 +2,220	+49%	+$37K	0.05%	212
2018 Q3	$79K	Sell	4,488 -255	-5%	-$4.41K	0.03%	266
2018 Q2	$78K	Buy	4,743 +270	+6%	+$4.44K	0.03%	254
2018 Q1	$73K	Buy	4,473 +3,363	+303%	+$57.3K	0.03%	267
2017 Q4	$19K	Buy	+1,110	New	+$18.2K	0.01%	508
2017 Q3	–	Sell	-345	Closed	-$5K	–	1377
2017 Q2	$5K	Sell	345 -417	-55%	-$6.26K	﹤0.01%	762
2017 Q1	$11K	Sell	762 -738	-49%	-$10.9K	0.01%	567
2016 Q4	$22K	Hold	1,500	–	–	0.01%	465
2016 Q3	$21K	Hold	1,500	–	–	0.01%	444
2016 Q2	$21K	Buy	+1,500	New	+$20.2K	0.01%	436

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

TCI Wealth Advisors's SCHD Position: Q2 2026 in Review

TCI Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.5% in Q2 2026, selling an estimated $4.09K and leaving 8,759 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #218.

TCI Wealth Advisors first reported a position in SCHD in Q2 2016 and has held it in 37 quarters since. The position peaked at $286K in Q1 2023. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

TCI Wealth Advisors held 8,759 shares of Schwab US Dividend Equity ETF worth $278K as of Q2 2026.
TCI Wealth Advisors sold 129 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $4.09K.
Schwab US Dividend Equity ETF made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #218 holding.
TCI Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2016 and has held it in 37 quarters since.
TCI Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $286K in Q1 2023.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.